Strategic Advisors of Illinois
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$62,260,053
Clients
113
28% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
113
Very HighAverage account size
$550,974
About
Strategic Advisors of Illinois provides discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients, with an emphasis on pre‑ and post‑retirement planning and cash‑flow modeling. Services include ongoing asset management, tiered financial planning packages, standalone planning engagements, and informational seminars and workshops offered at no charge.
The firm constructs client portfolios using client‑specific investment policy statements and fundamental analysis, typically employing mutual funds, ETFs and institutional share classes and relying on third‑party platforms for separate account management and reporting. Accounts are managed on a discretionary basis with periodic reviews (at least semi‑annually) and client contact tied to changes in financial circumstances or planning tier selected.
Compared with many independent advisers, the firm combines several uncommon features: it operates as a wrap fee program sponsor, has an affiliation with an accounting practice, and its advisory personnel are also registered representatives of a broker‑dealer and hold insurance licenses—arrangements that can give rise to commission compensation and custodial program benefits. Those overlapping roles and revenue sources are disclosed in the brochure and distinguish the firm from most solo independent advisers.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Roth conversion strategy
Charitable giving & philanthropy
Liquidity event planning
General estate planning guidance
Occupation focus
Executive
Fee options
Financial planning packages with initial setup fees: Tier 1 - $800+, Tier 2 - $2,500+, Tier 3 - $4,500+.
Up to 1.5%, negotiable
Advisory professionals may receive commissions for sale of securities and insurance products through LPL Financial registered representative capacity.
Standalone financial planning and consulting at $249/hour.
Ongoing financial planning fees: Tier 1 - $149/month; Tier 2 - $199/month; Tier 3 - $499/month.
Fee-only: Financial planning packages: Tier 1 - $800+ initial, $149/month ongoing; Tier 2 - $2,500+ initial, $199/month ongoing; Tier 3 - $4,500+ initial, $499/month ongoing; Standalone planning at $249/hour.
Main office location
Strategic Advisors of Illinois
5 Revere Drive, Suite 200
Northbrook IL 60062, United States
Number of offices
2
Most active in
Strategic Advisors of Illinois has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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